Falists

Florida · 15 advisers

Financial Advisors in Delray Beach, Florida

Looking for a financial advisor in Delray Beach, Florida? Falists indexes 15 SEC-registered and state-registered investment advisers in Delray Beach — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $383.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

15

With website

10

Largest AUM

$383.1M

Financial planning

5

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth9Planning5Trusts6Retirement2Institutional7

Top advisors in Delray Beach

Ranked by AUM · Fees, team & specialties at a glance

View all 15 →

ZURAW FINANCIAL

Delray Beach, FL

AUM

$70.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

561-272-7317

Full profileNo website

LVR RESEARCH, LLC

Delray Beach, FL

AUM

$23.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

561-871-8446

Full profileNo website

TOLIDA ENTERPRISES, LLC

Delray Beach, FL

AUM

—

Wealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

561-695-9815

Full profileNo website

More cities in Florida

Miami (374)Boca Raton (112)Tampa (105)Coral Gables (88)West Palm Beach (83)Orlando (71)Sarasota (69)Naples (66)Miami Beach (61)Jacksonville (50)Fort Lauderdale (48)Palm Beach Gardens (47)

Common questions

How many financial advisors are in Delray Beach, Florida?
15 registered investment advisers are listed in our Delray Beach directory, sourced from public SEC filings.
What types of advisors are in Delray Beach?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Delray Beach?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.